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Preparing for the Golden Years Redding CA

Most Boomers don't realize the need for late-life planning until faced with caring for aging parents. But with the average cost of nursing home care climbing upwards of $50,000 to $55,000 a year according to experts, only forethought and preparation can help ensure a healthy, secure life during the golden years and beyond.

Kathy Steinbrecher, CFA
1850 Mount Diablo
Walnut Creek, CA
Company
Company: LPL Ffinancial
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of California, Berkeley
Years Experience
Years Experience: 18
Service
Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Mar

Data Provided by:
Mark Thompson & David Venegas
2068 Talbert Drive, Suite 100
Chico, CA
Company
Title: Financial Advisors
Company: Titus & Associates
Education
BS, Business Administration & Finance, University of the Pacific
Years Experience
Years Experience: 7
Service
Education Funding & Financial Aid Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Manageme

Data Provided by:
James Woyce
5121 North Ravine
Fair Oaks, CA
Company
Company: James Woyce, CPA
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Life Insurance,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Retirement Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alt

Data Provided by:
Eric Wells
401 N 31st Street
Los Angeles, CA
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Service
Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Retirement Income Accumulation Planning,Business Income Tax Planning,Tax-deferred Exchanges,Portfolio Engineering,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Fundin

Data Provided by:
Alexander Sordia
20501 Ventura Blvd
Woodland Hills, CA
Service
Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Individual Income Tax Planning,Wealth Management,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Portfolio Engineering,401k Rollover From Employer,Business Income Tax Planning,Income for Life/ Preserve Principal,Health Care I

Data Provided by:
Charles Putney
lpine Road
Walnut Creek, CA
Company
Title: Certifed Financial Planner
Company: Putney Financial Advisors
Service
Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planning,As

Data Provided by:
Lucille Shaw
2244 Faraday Ave
Carlsbad, CA
Company
Company: Finances For Life, LLC
Type
Investment Advisor Rep: Yes
Education
University of Illinois - BS Medical Laboratoy Sciences
Keller Graduate School of Management - MBA
Years Experience
Years Experience: 15
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Alternative Investments,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Portfolio Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance

Data Provided by:
Joshua Mosshart
2625 Townsgate Road Suite # 330
Westlake Village, CA
Company
Title: President
Company: Mosshart Wealth Management
Type
Investment Advisor Rep: Yes
Education
American College
National Association of Financial and Estate Planners
Institute of Business and Finance
Years Experience
Years Experience: 11
Service
Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession

Data Provided by:
John Harcar
1400 Bristol St. No.
Newport Beach, CA
Company
Title: LPL Registered Principal
Company: Asset Plan Partners
Type
Investment Advisor Rep: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,401k Rollover From Employer,Alternative Investments,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning En

Data Provided by:
Yen Tham
1984 Bluffhill
Monterey Park, CA
Service
Annuities,Commission-Only Financial Planning (Full Disclosure),Retirement Income Distribution Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Alternative Investments,Life Insurance,Long-Term Health Care Planning,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,401k Rollover From Employer,CD Alternative,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Income for Life/ Preserve Principal,Disability Insurance

Data Provided by:
Data Provided by: